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Regent Wealth Financial Planning

Regent Wealth Financial Planning Email Formats

Financial ServicesFlag of GBLondon, England, United Kingdom1-10 Employees

Key Contact at Regent Wealth Financial Planning

Flag of GB

Amit Mehta

Founder and Chartered Financial Planner

Company overview

Headquarters91 Wimpole Street, London, London W1G 0EF, GB
Website
NAICS52
Keywords
Investments, Wealth Management, Independent Financial Advice, Retirement Planning, Inheritance Tax Planning, Financial Planning, Estate Planning, Investment Management, Cashflow Forecasting, Pension Advice, Later Life Planning, Intergenerational Wealth Transfer, Tax-Efficient Investing, Whole-Of-Market Financial Advice, Business Owner Financial Planning, Financial Planning For Families, Family Investment Companies (Fics), Long-Term Financial Goal Setting, Protection & Insurance Advice
Employees1-10

About Regent Wealth Financial Planning

At Regent Wealth Financial Planning, we believe great financial advice begins with people, not products. As a boutique, independent firm based in London, we offer whole-of-market financial planning advice tailored to individuals, families, and business owners across London and the South East. Whether you're planning for retirement, growing your wealth, or protecting your legacy, our experienced advisers provide personalised, relationship led advice to help you make confident financial decisions now and for your future. ✔️ Independent & unbiased ✔️ FCA authorised and regulated ✔️ Clear, transparent fees ✔️ Focused on your life goals, not just your investments We’re not here to sell. We’re here to listen, understand, and guide with your future firmly at the centre of everything we do. We provide a comprehensive range of financial planning services tailored to individuals, families, and business owners. Our expertise includes: ▪ Pensions & Retirement Income Planning ▪ Investment Solutions ▪ Intergenerational Wealth Planning ▪ Family Investment Company Structures (FICs) ▪ Pension Sharing & Divorce ▪ Business Tax Efficiency ▪ Post-Business Sale Planning ▪ Business Protection ▪ Personal Protection Important: Your capital is at risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Life Assurance plans typically have no cash in value at any time and cover will cease at the end of term. If premiums stop, then cover will lapse. The value of tax benefits described depend on your individual circumstances. Tax rules can change. The Financial Conduct Authority does not regulate Tax Advice.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

Regent Wealth Financial Planning has never raised funding before.

Frequently asked questions

Regent Wealth Financial Planning is located in London, England, GB.
Regent Wealth Financial Planning has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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